Denise Barrett

About Denise Barrett

Denise Barrett offers more than 38 years of experience assisting individuals who own small businesses and executives in the corporate workplace. Whether the need is accounting software setup or training, bookkeeping services, business management or just simply understanding a financial report, she serves each individual client according to their specific need. Denise brings her upbeat approach to the training center classes as well as one-on-one consulting in Southern California with offices in Carlsbad and Dana Point. Denise brings a wealth of experience to women in business from her personal experience building a small business, as well as hundreds of business owners she has served over the years.Denise and her husband Sean have 4 children and 8 grandchildren. The grandkids are her favorite hobby!Specialties: Financial Services, Quickbooks Training and Setup; Small Business Consulting; Bookkeeping and Payroll Services

Experience

1. CEO

   Cornerstone Wealth Advisors Inc

   Aug 2014 — Present · Carlsbad, CA, US

Skills

• Llc
• Payroll Services
• Small Business
• Financial Reporting
• Leadership
• Quickbooks
• Tax
• Strategic Financial Planning
• Bookkeeping
• Tax Preparation
• Management
• Team Building
• Corporate Tax
• Business Planning
• Start-Ups
• Strategic Planning
• Training
• Accounting
• Financial Statements
• Income Tax
• Partnership Taxation
• Mergers & Acquisitions